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Direct Mutual Funds Investment Plan and Advisory

Portfolio value < 1Cr: Quarterly Fee: 0.11% + GST of value of MF portfolio.
Portfolio value >= 1Cr: Quarterly Fee: 0.10% + GST of value of MF portfolio.

1. Risk profile assessment.
2. Investment plan to include:
Creation of asset allocation plan in mutual funds.
Selection of suitable MFs based on asset allocation plan.
Monthly investment schedule of SIPs(if relevant).
3. Implementation services through a mobile app and web platform: mutual funds purchase, SIPs, withdrawals, portfolio performance analysis.
4. Quarterly review of portfolio (portfolio value >50L).
5. Half Yearly review of portfolio (portfolio value <50L).

Exclusions
a. Financial advice or reviews other than mutual funds portfolio.
b. Advice on stocks and shares.
c. Advice on insurance coverage.
c. Portfolio reviews on demand.
d. Tax filing or advice.

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Registration granted by SEBI, enlistment as IA with Exchange(BSE) and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

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